About Me

Tim brings over 25 years experience in helping people grow and protect their wealth.
Our team can help with a very wide range of financial matters from basic to complex. We specialize in holistic and scaled Advice, in areas which include;
*Risk Protection
*Wealth management
*Superannuation
*SMSF set up and ongoing advice
*Cash flow analysis and budgeting
*Estate planning

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 34 Years
  • Licensed By
    Licensed By Ia Advice Pty Ltd